Marotta Asset Management Ishares Iboxx $ Investment Gra Transaction History

Marotta Asset Management

$508 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 08, 2022	SELL	$118.44 - $131.22 $369,888 - $409,800	-3,123 Closed	0 $0
Q4 2021 Jan 13, 2022	BUY	$130.98 - $134.88 $409,050 - $421,230	3,123 New	3,123 $413,000

Others Institutions Holding LQD

# of Institutions

1,183

Shares Held

247M

Call Options Held

39.5M

Put Options Held

38.7M

Bank Of America Corp Charlotte, NC

22.3M
Shares

$2.42 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.07 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.5 Billion
20.62% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.49 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.15 Billion
2.45% of portfolio

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marotta Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Marotta Asset Management with notifications on news.